Alicia M. Martinez
Professional summary
Alicia M Martinez, who also goes by Alicia M Itzaina, Alicia Itzaina, Alicia Marie Martinez, Alicia Marie Martinez, is a registered financial advisor currently at DIFI ADVISORY located in Salem, Oregon.
Alicia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alicia has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alicia M Martinez's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 2022 - Present
DIFI ADVISORY
March 13, 2020 - August 30, 2021
CAPSTONE WEALTH ADVISORS, LLC
April 13, 2018 - March 6, 2020
MORGAN STANLEY
March 26, 2018 - March 6, 2020
MORGAN STANLEY
June 9, 2017 - February 2, 2018
WADDELL & REED
October 1, 2012 - May 25, 2017
J.P. MORGAN SECURITIES LLC
September 18, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/18/2022)
Exams
Current Firm
DIFI ADVISORY
CRD#: 316756 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 2,500,000 |
Red Flags
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